Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login

Wealth Management

Business Owner Services

Specialized teams serving our business owner clients

At a Glance

Business owners face unique challenges — from growing and sustaining a business, to planning for ownership and management transitions, to building a legacy beyond the business

Planning for Transitions

Whether imparting your business to the next generation of owners or selling your business to a third party, business transitions require complex wealth planning solutions

Finding the right trustee

Business owners often require a sophisticated trustee to oversee their business interests and other unique assets that are part of their estate plan

1/3
A family hanging out on the couch.

Innovative Wealth Planning Solutions for Your Business and Your Family

01

Business Advisory Services

Specialized expertise to maximize the value of your transition

Explore

02

Family Business Services

Managing your trust assets with knowledgeable and independent oversight

Explore

03

Business Banking Services

Integrated solutions across deposits, lending and cash management

Explore

04

Specialty Assets Services

Decades of experience managing real estate, as well as oil, gas and mineral rights

Explore

Why Northern Trust

We’re your trusted partner for a lifetime of change

135+
years serving wealthy families
42%
of total firm revenue is private client revenue
650+
dedicated fiduciary professionals

Services

Learn how our experts can help you optimize your plan

We can find the right level of our engagement to help you improve your wealth transfer plan.

Businessman walking through production facility.

Banking Services

Deposit and lending solutions integrated with your broader financial plan.

Learn More
Family sitting on the couch together.

Trust and Estate Services

Modern fiduciary expertise to preserve and protect your wealth and legacy.

Learn More
Woman meeting with a client.

Wealth Planning Advisory Services

Comprehensive advisory services to help achieve your vision for success at each stage of life.

Learn More

Insights & Case Studies

STAY INFORMED

InvestingCan a Private Equity Partner Help Grow Your BusinessAssess if a private equity partner is right for your business.Read Article
Older man and woman looking at laptop.Money MasterclassTransitioning from Business Owner to Wealth OwnerWill you be able to meet your post-sale cash flow needs?Read Article
Women talking in an office.Money MasterclassShould I Hire an Investment Bank to Sell My Business?Learn the benefits of hiring an investment bank when selling your business.Read Article
Workers in a meeting in a conference room.SuccessionKeeping the Family Business in the FamilyFive strategies to preserve your family business for future generations.Read Article
Businesspeople looking at a print out in a meeting.Money MasterclassCommon Reasons Business Sale Transactions FailAvoid common pitfalls that derail the sale of a business. Read Article
Explore Insights

Leadership

Our Experts

Eric Czepyha

Eric Czepyha

Director of Business Services

Rob Ashcroft

Rob Ashcroft

Practice Lead, Business Advisory Services

Kevin Harris

Kevin Harris

Managing Director, Family Business Group

Nikè Anani

Nikè Anani

Director of Next Gen Advisory

STAY CONNECTED

ACHIEVE WHAT MATTERS MOST

Work with our advisors to build a custom plan that will help you navigate change with confidence.